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FMUFX vs HBLSX
FMUFX vs HBLSX Comparison
Open Charts FMUFX vs HBLSX
Federated Hermes Muni and Stock Adv F
Price$14.96
Change+$0.10 (+0.67%)
VolumeN/A
Net Assets1.39B
Hartford Balanced Income R4
Price$14.78
Change+$0.10 (+0.68%)
VolumeN/A
Net Assets12.18B
FMUFX vs HBLSX Comparison Chart
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FMUFX vs. HBLSX commentary
Mar 03, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FMUFX is a StrongBuy and HBLSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
HBLSX has more cash in the bank: 12.2B vs. FMUFX (1.39B). HBLSX pays higher dividends than FMUFX: HBLSX (3.25) vs FMUFX (2.33). FMUFX was incepted earlier than HBLSX: FMUFX (18 years) vs HBLSX (15 years). HBLSX is a more actively managed with annual turnover of: 57.00 vs. FMUFX (36.00). HBLSX has a lower initial minimum investment than FMUFX: HBLSX (0) vs FMUFX (1500). FMUFX annual gain was more profitable for investors over the last year : 8.24 vs. HBLSX (7.13). FMUFX return over 5 years is better than : 30.44 vs. HBLSX (15.20).
| FMUFX | HBLSX | FMUFX / HBLSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 18 years | 15 years | - |
| Gain YTD | 1.793 | 3.647 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1500 | 0 | - |
| Min. Initial Investment IRA | 250 | N/A | - |
| Net Assets | 1.39B | 12.2B | 11% |
| Annual Yield % from dividends | 2.33 | 3.25 | 72% |
| Returns for 1 year | 8.24 | 7.13 | 116% |
| Returns for 3 years | 13.46 | 5.16 | 261% |
| Returns for 5 years | 30.44 | 15.20 | 200% |
| Returns for 10 years | 42.89 | 34.73 | 124% |
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